Create New Vendors
Before creating a purchase request, you must set up vendor profiles. The following fields are required when filling out a new vendor profile:
| Required Fields | Description |
|---|---|
| Vendor Name | Name of the vendor. |
| Account ID | Account ID in the ERP system. |
| Tax ID | The vendor’s Tax ID (SSN or EIN). |
| Vendor Category | Select the appropriate vendor category from the list. |
| Status | Set to "Active" if the vendor is in use; set to "Inactive" if not. |
| Company Name | Registered name of the company. |
| Address 1 | Primary address of the vendor. |
| City | Select the city. |
| State | Select the state. |
| Zip Code | Enter the Zip Code. |
| Email Address | Vendor’s contact email. |
| Phone Number | Vendor’s contact number. |
To add a new vendor:
- Navigate to Inbound Order Management > Vendor Management.
- Click + Add New and go to the new vendor form page.
- Complete the New Vendor form.
- (Optional) Enter additional info such as Address 2 and Notes.
- Click Add Vendor.
To view detailed info for each vendor, click the Account ID in the vendor list. You can also search for vendors by name, account ID, vendor category, or status.